AI Chatbots

Custom AI chatbots that answer from your data and your knowledge

Deploy conversational AI assistants grounded in your analytics (Data IQ) and your documents and knowledge base (Vertex IQ) — so every answer is accurate, cited, and on-brand.

  • Chat with your live data
  • Answers cited from your docs
  • Deploy to team or customers
Intelligence Navigator · AI Chatbots
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AI Chatbots

Interactive preview

Why teams use AI Chatbots

Built into Intelligence Navigator — the AI analytics, automation & vision platform for your whole team.

Two kinds of intelligence

Data IQ answers analytical questions from your live data; Vertex IQ answers from your documents and knowledge base — both in one assistant.

Grounded, cited answers

Responses are grounded in your sources and cite where they came from, so users can trust them and verify.

No-code to build

Create a chatbot by connecting data and documents — no engineering project required.

Deploy anywhere

Use chatbots internally to self-serve answers or embed them for customers and prospects.

Your tools. Your rules. Any integration.

Salesforce
HubSpot
Slack
QuickBooks
Pipedrive
Stripe
Google Sheets
OneDrive
Google Business
GoHighLevel

How AI Chatbots works

1

Connect sources

Link your data for Data IQ and your documents for Vertex IQ.

2

Configure the assistant

Set tone, scope, and access — no code needed.

3

Deploy & monitor

Share internally or embed externally and track every conversation.

What you can do with AI Chatbots

Internal analytics assistant

Let anyone ask 'how are we doing this month?' and get an accurate answer instantly.

Knowledge support bot

Answer policy, product, and how-to questions from your documentation with citations.

Customer-facing assistant

Help prospects and customers find answers without waiting on a human.

AI Chatbots — frequently asked questions

What's the difference between Data IQ and Vertex IQ?

Data IQ answers analytical questions from your live data (e.g. 'which customers are most likely to churn?'), while Vertex IQ answers from your documents and knowledge base (e.g. 'what does our enterprise SLA cover?'). One chatbot can do both.

Will the chatbot make things up?

Answers are grounded in your connected data and documents and include citations, which dramatically reduces hallucination and lets users verify every response.

Do I need developers to build one?

No. You connect sources and configure the assistant with no code. Engineering is optional for advanced embedding.

Can I use it with customers, not just my team?

Yes. Chatbots can be used internally for self-serve answers or embedded for customer- and prospect-facing experiences.

Ready to put AI Chatbots to work?

Start free — no credit card required. AI Chatbots is one of many capabilities inside Intelligence Navigator, the AI analytics, automation & vision platform built for your whole team.